Tuesday, June 1st, 2010
1) IRS rule 72(t) allowing hardship withdrawals without the 10% penalty from 401(k) plans during divorce can help cash flow problems during dissolution proceedings;
2) The Government Pension Offset and Windfall Elimination Provision are federal Social Security rules that often unexpectedly reduce Social Security retirement benefits in divorce situations and may cause inequity;
3) An apples to [...]
Tags: capital loss carry-forward, Dependency Exemption, Division of Retirement Accounts, Divorce Financial Planning, Justin Reckers, Pacific Divorce Management, Qualified Domestic Relations Orders
Posted in Consumer Education: Divorce, Consumer Education: Estate Planning, Consumer Education: Health Care, Consumer Education: Retirement Planning, Consumer Education: Taxes, Divorce Financial Planning, Post divorce financial planning, Professional: Neutral Financial Professional | No Comments »
Monday, January 4th, 2010
The Hidden Asset In Plain Sight
One of the greatest challenges for attorneys, mediators, and judges in family law property division cases lies in the first step of that process; identifying the assets to be divided. We seek verification of and evidence to determine if assets are community, separate, or co-mingled property. Some assets are evident [...]
Tags: asset division, capital loss carry-forward, capital losses, deductions, Divorce Financial Planning, federal tax law, Financial Life After Divorce, Justin Reckers, Pacific Divorce Management, Post divorce financial planning, post divorce wealth management, taxes
Posted in Attorney Education: Taxes, Consumer Education: Divorce, Consumer Education: Taxes | No Comments »
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